Thomas Dickey is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP and Altfest Personal Wealth Management. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its FinLife Partners technology and practice platform.

Thomas Tipton is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. Outside of financial advising, he is a flight attendant for Delta Airlines and is involved with Vantage Financial Alliance, focusing on financial education and insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and employs a range of analytical and operational strategies tailored to non–high-net-worth investors and retirement plan participants.

Steven Radinsky is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Santander Securities since 2012, as well as Santander Bank, N.A. since 2006. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers and an implementation manager.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, applying fundamental analysis and a range of investment strategies to meet client objectives.

Anna Van Pilsum Johnson is a CFP® at Aspiriant, LLC with one year of industry experience. She has worked at Aspiriant since 2022 and previously held positions at Forage Kitchen, The Gap, and Lunds & Byerlys. Aspiriant serves high-net-worth individuals, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm utilizes customized investment programs informed by internal Capital Market Expectations and offers a range of implementation options including third-party managers and private investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.

Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with GenTrust Wealth Management since 2012 and Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at GenTrust and Catenary Asset Management, registered investment advisers with shared ownership. GenTrust is an SEC-registered investment adviser serving high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutions. The firm manages approximately $5.2 billion in assets, employing a multifaceted investment approach that includes fundamental, technical, and macroeconomic analysis integrated with risk management and asset allocation strategies.

Andrew Mcdonald is an investment advisor representative at Siebert AdvisorNXT, LLC with 42 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 2017 and has concurrently worked at StockCross Financial Services since 2007. Mcdonald holds Series 63 and Series 65 licenses. Outside of his advisory roles, he has established a real estate holdings business, A & C Properties LLC. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm utilizes algorithmic portfolio construction based on Modern Portfolio Theory, implemented mainly with ETFs and ETNs, and offers both discretionary and non-discretionary management options.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Michael Dejana is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He has worked at Bolton Securities and Bolton Global Capital since 2017 and was previously with J Safra Asset Management from 2015 to 2017. Dejana is also the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a combination of internal management, third-party managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income securities with a long-term investment approach.

Kenan Kashlan is a CFA® charterholder with 20 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously held roles at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2009 to 2018. Kashlan also offers insurance products through affiliated companies. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm provides a blend of discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing various portfolio management programs and third-party platforms.

Alexandra Labagh is a financial advisor at Bailard, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at First Republic Securities Company and First Republic Bank. Alexandra has been with Bailard since 2023. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, utilizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options, serving high-net-worth individuals, endowments, foundations, and various pooled investment vehicles.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

Paul Carrano is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and Ameriprise Financial Services from 2010 to 2018. Outside of advising, he is involved with Certainty Tax Advisors, LLC, a tax preparation and accounting business. The Pinnacle Financial Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm uses fundamental analysis and combines long-term and short-term trading strategies, managing portfolios primarily on a discretionary basis with regular monitoring.

Matthew Kolakowski is a CFP® with three years of industry experience currently affiliated with Laird Norton Wetherby Wealth Management, LLC (LNW) in New York, NY. He has been with LNW since 2024 and previously worked at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services including financial and estate planning alongside discretionary portfolio management.

Donato Cuttone Jr. is a financial advisor at Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Siebert AdvisorNXT, he worked at iHeart Media and served in the U.S. Army. Outside of his advisory role, he is involved with Cuttone Enterprises, LLC. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its web-based AdvisorNXT platform. The firm combines algorithmic portfolio construction based on Modern Portfolio Theory with access to third-party managers and specialty strategies such as covered-call transitions.

Kristopher Venne is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Ritholtz Wealth Management since 2013 and is also associated with RWM Insurance Services, LLC since 2018. Outside of his advisory roles, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified ETFs, tactical overlays, and alternative investments, and operates both advisor-led services and digital platforms for portfolio implementation and management.

Albert Velez is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Advisors and StoneX Securities since 2019. Outside of his advisory role, he serves as CFO-Treasurer for PNV Industries LLC, a commercial general contracting firm, and as a Medicare/MLTC Benefits Advisor for MetroPlus Health Plan. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Damany Henry is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 14 years. Outside of his advisory role, he owns DEH Advisors, a business used solely for tax and bill pay purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a mix of advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Bryan Duffy is a financial advisor at The AmeriFlex Group with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Kestra Investment Services, Cetera, and Peller Wealth Management. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, third-party managers, and discretionary or non-discretionary manager relationships.